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Technology Stocks : INPR - Inprise to Borland (BORL) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Scrutchins who wrote (451)	7/8/1998 6:28:00 AM
From: Hans-Erik Eriksson	Read Replies (1) \| Respond to of 5102

Interesting article from Interactive Week/ZDNet that I haven't seen posted before: "Web Applications Market Growing Rapidly" "the San Francisco-based investment firm sees 'a significant new software technology investment cycle,' said Greg Vogel, Internet software analyst, and urges in a soon-to-be-released report to prospective investors that they consider investing in Java development tool builders, Java application server companies and Java enterprise application firms." Entire article at: zdnet.com Unfortunately Inprise is not mentioned in the article, though it fits the category perfectly. Best, /Hans-Erik

To: Sam Scrutchins who wrote (451)	7/8/1998 10:44:00 PM
From: Kashish King	Read Replies (1) \| Respond to of 5102

I started thinking and when the steam cleared I was left with the following: discussion of the impending AQ has been beat to death. Really, is there any possible way Inprise management could have ignored it? Look, if I'm company X and I can get N shares of INPR having been absorbed for a ratio of Q, why would I want to ask for Q + P when I know darn well I'm going to end up back at Q anyway? The other possibility is that the AQ will be immediately accretive, BINGO! I just can't imagine them not handling this AQ, if and when it comes, an order of magnitude better than the last one. Finally, if getting acquired is *all that* then why doesn't INPR get itself acquired!